Startups · AI

Client Strategy, Mid-Market

Rogo · New York City · On-site

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About Rogo

Rogo is the trusted AI partner to the world’s leading financial institutions. Rogo helps finance teams make better decisions and build smarter teams. Backed by Kleiner Perkins and Sequoia.

About the role

Rogo's customer success managers are highly motivated individuals with a proven track record for driving client outcomes. You’ll own a portfolio of accounts end-to-end, driving initial adoption, value realization, retention, and expansion. You’ll be the primary partner to both day-to-day users and executive stakeholders, ensuring customers achieve measurable ROI from Rogo and ultimately contributing to bottom-line revenue growth.

What they're looking for

  • 2+ years of front-office experience at a top-tier investment bank, private equity firm, or hedge fund preferred
  • Proven track record in analyzing customer performance metrics and delivering strategic recommendations to drive business outcomes and improve processes
  • Skilled in owning and managing customer relationships, including upsell and renewal conversations to maximize customer value
  • Confident communicator with strong strategic planning and relationship management skills, adept at engaging with and influencing stakeholders across all levels in real time
  • Outstanding project management skills, extremely organized and detail-oriented
  • Strong presentation and communication skills, whether impromptu on a whiteboard or using prepared presentations and demos
More about this role

Our mission is to transform global finance by empowering professionals at the world's top investment banks, private equity funds, and investment firms with AI that delivers unparalleled speed, accuracy, and insight. We're not just improving financial workflows; we're redefining them.

This is a unique opportunity to join a generational company driving transformation in one of the most important industries in the world. With a rapidly growing, global client base, proven product-market fit, and backing from world-class investors, we are scaling quickly and defining a new category of enterprise AI.

Our team is sharp, motivated, and deeply committed to Rogo’s mission. We take ownership of complex problems and stay relentlessly focused on our users. If you thrive in a fast-paced environment, demand excellence, and want to help build the future of finance, we invite you to join us.

Rogo's customer success managers are highly motivated individuals with a proven track record for driving client outcomes. You’ll own a portfolio of accounts end-to-end, driving initial adoption, value realization, retention, and expansion. You’ll be the primary partner to both day-to-day users and executive...

Read the full posting on Rogo's site ↗

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